Multi-Year Business Performance Tracker
Track sales, expenses, and cash flow across multiple years. Free .xlsx with formulas.
Finance · tracker · CC0 · Public domain · Built by Sheetly AI
About this template
This finance tracker follows indicators like "Total Revenue (Last 12 Months)", "Total Operating Expenses (Last 12 Months" and "Net Cash Flow (Last 12 Months)" over time. Log your entries in the Data tab and the tracking stays up to date — no need to build the spreadsheet from scratch.
Use this template to monitor your company’s sales, operating expenses, and net cash flow over several years. Enter each period’s figures by date, including revenue, expenses, and cash inflows/outflows, to see trends and compare performance across years. Review the KPIs and category comparisons to quickly assess growth, profitability, and liquidity. Update the data regularly to keep your long-term financial overview accurate and actionable.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Track indicators like "Total Revenue (Last 12 Months)" and "Total Operating Expenses (Last 12 Months"
- Make faster decisions based on "Net Cash Flow (Last 12 Months)"
- Monitor your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Revenue (Last 12 Months)
- Total Operating Expenses (Last 12 Months
- Net Cash Flow (Last 12 Months)
- Tracking dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 14 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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